Creating a Canvas

Follow this guide, or check out our LAB course!

Step 1: Navigate to the Canvas Page and Create a New Canvas

Click on the “Canvas” link on the Dashboard’s side navigation located underneath the “Campaigns” link, then click Create a New Canvas.

Canvas

Step 2: Use the Entry Wizard to Set Up Your Canvas

The Entry Wizard will guide you through setting up your Canvas - everything from naming it to setting conversion events and bringing the right users into your customer journey. Click on each of the tabs below to see what settings you can adjust in each of the Entry Wizard steps.

Here, you’ll set up the basics of your Canvas.

  • Name Your Canvas.
  • Add Teams to Your Canvas.
  • Add Tags to Your Canvas.
  • Assign Conversion Events and Choose Their Event Types and Deadlines.

Learn more about the Basics step.

Here, you’ll decide how your users will enter your Canvas.

  • Scheduled: This is a time-based Canvas entry.
  • Action-Based: Your user will enter your Canvas after they perform a defined action.
  • API Triggered: Use an API request to enter users into your Canvas.

Learn more about the Entry Schedule step.

  • Create Your Audience by Adding Segments and Filters.
  • Fine-tune Canvas Re-Entry and Entry Limits.
  • See a Summary of Your Target Audience.

Learn more about the Entry Audience step.

  • Select Your Subscription Settings.
  • Set a Send Rate Limit for Your Canvas Messages.
  • Enable and Set Quiet Hours.

Learn more about the Send Settings step.

Clicking on this tab will take you to the Canvas builder.

Learn how to build your Canvas using the Canvas builder.

Set Up Your Canvas Basics

Here, you’ll name your Canvas, assign Teams, and create or add Tags. Here, you’ll also assign conversion events for the Canvas.

Basics

Choose Conversion Events

Choose your Conversion Event Type, then select the conversions you would like to record.

Conversion

We will use the Conversion Event that you set from this screen to measure the efficiency of your Canvas. If your Canvas has multiple variants or a Control Group, Braze will use this Conversion Event to determine the best variation for achieving this Conversion goal. Using the same logic, you can create multiple Conversion Events.

Set Your Canvas Entry Schedule

There are three ways in which users can enter your Canvas - a scheduled entry, an action-based delivery, or an API-Triggered delivery. After you choose which you’ll use, adjust those settings appropriately, and move on to setting your target audience.

Entry Schedule

Scheduled Delivery

With scheduled delivery, users will enter on a time schedule, similarly to how you would schedule a Campaign. You can enroll users in a Canvas as soon as it is launched, or enter them into your journey at some point in the future, or on a recurring basis.

Canvas Scheduled Delivery

Action-Based Delivery

Additionally, you can choose to enter users into a Canvas when they perform certain triggers using Action-Based Delivery. Users will enter your Canvas and begin receiving messages when they take particular actions, such as opening your app, making a purchase, or triggering a custom event.

Canvas Action-Based Delivery

You can control other aspects of your Canvas’ behavior from the Entry Audience window, including rules for re-eligibility and frequency capping settings.

Set Your Target Entry Audience

You can set the target audience for your Canvas here. Only the users who match your defined criteria can enter the journey.

Canvas Target Audience

If you want to limit a particular journey to users who first used your app less than 3 weeks ago. You can also control settings such as whether messages should be sent to users who are subscribed or opted-in to your notifications.

Select Your Send Settings

Click “Send Settings” to select your Subscription Settings, turn on rate limiting, and to enable Quiet Hours.

Send Settings

By turning on rate-limiting or Frequency Capping you can ease the marketing pressure placed on your users and ensure you aren’t over messaging them. To learn more about the benefits of rate-limiting and Frequency Capping click here.

Then, specify Quiet Hours (the time during which your messages will not send) for Canvas. Check “Enable Quiet Hours” in your Send Settings. Select your Quiet Hours in your user’s local time and what action will follow if the message triggers inside of those Quiet Hours.

quiethours

Step 3: Build Your Canvas

Add a Variant

Click the “Add Variant” button and select the option to add a new variant to your Canvas. variants represent a journey that your users will take:

Canvas Add Variant

You can add additional variants by pressing the + button. When you add new variants, you’ll be able to adjust how your users will be distributed between them so that you can cross-compare and analyze the efficacy of different engagement strategies:

Canvas Multiple Variants

Editing a Step

Click anywhere on a Step, and Braze will open the Step editing interface. Steps can be configured to send messages after either a fixed delay, or when a user performs a particular action. For example, you can use Canvas to configure a Day 1, Day 3, Day 7 onboarding Campaign with time delays between messages:

Canvas One Day

Or you can set a group of messages to be sent after your users take a particular action, with a configurable window, delay, and exception events:

Canvas Exception Events

You can also apply Filters to each Step of a Canvas. Use this to add additional control flow logic, such as dropping users out of a journey when they’re not likely to need additional engagement encouragement:

Canvas Additional Engagement

Edit the Messages in a Step to control messages that a particular Step will send. Canvas can send Email, Mobile & Web Push messages, and Webhooks to integrate with other systems.

Canvas Message Edit

Press the “Done” button once you’ve finished configuring your Step.

Add More Steps

Add more Steps by pressing the blue plus icon:

Canvas More Step

Step 4: Use Multivariate Testing Using Canvas

You can add a Control Group to your Canvas by clicking on the Plus icon to add a new variant. Braze will track the Conversions for users who are placed into the Control Group, although they will not receive any messages. In order to preserve an accurate test, we will track the number of Conversions for your variants and the Control Group for exactly the same amount of time, as shown on the Conversion Event selection screen. Adjust the distribution between your messages by double clicking the variant Name headers.

Canvas Multivariate

Intelligent Selection for Canvas

Intelligent Selection capabilities are now available within Multivariate Canvases. Similar to the Intelligent Selection feature for multivariate Campaigns, Intelligent Selection for Canvas analyzes the performance of each Canvas variant and adjusts the percentage of users being funneled through each based off their performance metrics in such a way that the total expected number of conversions is maximized. Keep in mind that multivariate Canvases allow you to test more than copy, but timing and channels as well. Through Intelligent Selection you can test Canvases more efficiently and have confidence that your users will be sent on the best possible Canvas journey.

Intelligent Selection

Intelligent Selection for Canvas optimizes your Canvas’s results by making gradual real-time adjustments to the distribution of users sorted into each variant. When the statistical algorithm determines a decisive winner among your variants it will rule out the underperforming variants and slot all future eligible recipients of the Canvas into the winning variants. For this reason, Intelligent Selection works best on Canvases that have new users entering frequently.

Step 5: Save & Launch Your Canvas

Once you’re done, press the “Launch Canvas” button at the bottom right to save and launch your Canvas. You can also save your Canvas as a Draft if you need to come back to it.

Once you’ve launched your Canvas, you’ll be able to view analytics for your journey as they come in:

Canvas Analytics

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